My new app is now available to help you manage your expenses and track your business mileage. I offer a free one hour financial health check meeting in Wells, or remotely via Skype or Facetime. It isdesigned to give you some immediate pointers to changes you can make so your business finances are healthier.
We understand that you need a bespoke financial planning service. We offer a friendly, personal financial planning service provided by qualified 'Financial Advisers'. Your financial affairs will bepro-actively and professionally managed. You will have access to our expertise and external specialists where required. You will have face to face meetings with advisers and where necessary external specialists. All of your financial needs will be met with this bespoke service.
At Moorbridge we provide professional independent financial advice where our emphasis is on clarity, integrity and client care. Being an independent firm means that we can advise on products from thewhole of the financial market and are not restricted by ties to a limited number of companies and their products. We have more than eighteen years' experience in the professional IFA environment. Our background in farming and the rural community makes us a truly unique local firm.
For the record, we are not connected in any way with the dog-and-bone Churchill that sells car insurance. Our aim is to provide a genuinely personal ongoing service and given the depth of experiencewe have throughout our team we are very well placed to do so. On top of this experience we also have a five strong administration team in place supporting both the advisors and our clients when it comes to the execution of advice.
Our customer service agreement is based on building a thorough understanding of your personal values and goals in life - and only then providing you with impartial financial advice and creating apersonalised financial plan tailored to your specific objectives.
Belgrave Asset Management is one of the South West's leading and most established bespoke wealth management firms. We are dedicated to providing a personal financial service that is tailored to ourindividual clients. We are driven by the belief of our founder and Managing Director, Michael Smith, that because no two people are the same, no two financial solutions should be the same.
Robson Taylor IFA Ltd provides totally independent, jargon free financial advice in plain English to individuals and companies in a transparent and honest manner. Being Independent means that we arenot tied to any providers/services. We will work on your behalf using our knowledge of the whole market place, having the freedom and experience to recommend unbiased financial strategies. We are a small, well established firm working in Bath and surrounding areas.
Our experience means we know what works and what doesn't. We access the whole of the market for suitable products to meet your requirements. This means we are well positioned to deliver the higheststandard of service for you at all times, as no two client's needs are the same. We make our approach unique, giving personal attention to every client. One of our experienced advisors will meet with you in the comfort of your own home, or at our office in Bath.
Epoch Wealth Management was founded in 2010. The four partners - Markas, Jon, Gareth and Barry - have worked in the financial services industry for many years, and for a variety of firms. Theirexperiences led them to the opinion that a number of financial professionals may be advising people from an obtuse perspective.
Premier Financial Planning is a firm of independent financial planners based in Bath and working throughout the South West. We provide advice to both individuals and companies on all aspects offinancial planning. Our clients come to us because they are looking for friendly unbiased, professional guidance. We help them to achieve their financial goals, by formulating coherent, long-term strategies, which are monitored and reviewed on a regular basis.